SMSF & Portfolio Management

KP Chartered offers a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At KP Chartered we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

• Obtain a trust deed
• Appoint trustees
• Sign a trustee declaration (NAT 71089)
• Elect to become a regulated fund
• Obtain a tax file number (TFN)
• Obtain an Australian business number (ABN)

At KP Chartered we provide the professional advice you need to set up your own fund and greatly simplify the process for you.

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